Unclaimed
Tammie Barsocchini has been in the financial services industry since 1989. Tammie is a registered representative with LPL Financial LLC and Mariner Independent. Tammie provides financial planning, portfolio management, and other advisory services. Tammie has a wide range of experience in the financial services industry and is committed to providing her clients with the highest quality of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/29/2016 - Present
LPL Financial LLC (BELMONT CA)
MA
12/17/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
09/19/1991 - 12/31/2008
FSC SECURITIES CORPORATION (SAN MATEO CA)
MN
08/08/1989 - 04/18/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/08/1989 - 04/18/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/23/1989 - 08/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 06/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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